Watch the video for the full market update, which covers:
•A weak employment report and continued politicisation of the Federal Reserve in the US led to lower rate expectations and drove equity markets higher for the fourth consecutive month
•The bond market had a different story, with shorter maturity yields falling, but longer maturity yields rising with higher inflation expectations
•A weaker dollar presents a tailwind for Asia and Emerging Market equities
Click the video above to watch in full.
The value of securities and the income from them can fall as well as rise. Past performance should not be seen as an indicator of future returns. All views expressed are those of the author and should not be considered a recommendation or solicitation to buy or sell any products or securities.
